my roommate at duke was most recently the chief investment officer at Global Endowment Management (fund of funds in Charlotte). he started at CBRE and also comes a value investing background.  i am slowly attempting to educate him on btc and his his podcast was fantastic for someone w his background.  well done. unrelated, but to others reading this, start paying attention to the 200w SMA on btc. have we forgotten preston’s legendary tweet last time we were around those levels? not saying we’ll get there, but it’s not a bad time for multi-cyclers to put their education to use. survive and advance. that’s the game.